Jeff D. Currie

ELEVATED CAPITAL ADVISORS

Homedale, ID

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CRD#: 2407176

Professional summary

Jeff David Currie, who also goes by David Jeff Currie, is a registered financial advisor currently at ELEVATED CAPITAL ADVISORS, LLC located in Homedale, Idaho.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeff has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Jeff Currie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) FIXED INSURANCE SALES. INSURANCE REPRESENTATIVE THROUGH CURRIE FINANCIAL GROUP, INC. START DATE 9/2011. 20 HOURS PER WEEK. NON INVESTMENT RELATED. 2.) US ARMY RESERVES. TITLE AND POSITION: 42 ALPHA NCO. DUTIES: HELPS SOLDIERS WITH ADMINISTRATIVE NEEDS. START DATE 4/2018. NON INVESTMENT-RELATED. SPEND 17 WEEKS PER YEAR. 3.) IDAHO JAYCEE SENATE FOUNDATION - JUNIOR CHAMBER OF COMMERCE. TITLE: TREASURER-REPORTING. START DATE 4/2015. NON INVESTMENT-RELATED. SPEND 1 HOUR PER QUARTER. 4.) American Pacific Mortgage - non-investment related - 460 S Fitness Place, Eagle ID 83616 - Mortgage lending, Reverse mortgage Guest Speaker (seminars) - employee - 5/7/2024 - 2 hrs per month, 2 hours per quarter during trading hours - I Teach a class to Real Estate Professionals the features and benefits of a HECM mortgage and how it can be used for clients to improve their situation in retirement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff David Currie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2019 - Present

ELEVATED CAPITAL ADVISORS, LLC

RIA

CRD#: 226721

Homedale, ID

Past

December 19, 2012 - October 31, 2013

SOLITUDE WEALTH ADVISORS, LLC.

RIA

CRD#: 142357

BOISE, ID

Past

January 9, 2012 - January 16, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

BOISE, ID

Past

July 30, 2010 - August 1, 2012

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

BOISE, ID

Past

April 30, 1997 - June 2, 2010

INVESTACORP, INC.

CRD#: 7684

BIOSE, ID

Past

November 20, 1995 - April 10, 1997

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 3, 1993 - November 22, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELEVATED CAPITAL ADVISORS, LLC

CRD#: 226721 / SEC#: 801-110864

RIA

Registered Investment Advisory firm - (7/21/2017 Approved)

Kansas

Registered Investment Advisory firm - (12/9/2019 Terminated)

Missouri

Registered Investment Advisory firm - (12/9/2019 Terminated)

Utah

Registered Investment Advisory firm - (12/9/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(1/15/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/2/1993

General Securities Representative Examination

Current Firm

ELEVATED CAPITAL ADVISORS, LLC

CRD#: 226721 / SEC#: 801-110864

RIA

Registered Investment Advisory firm - (7/21/2017 Approved)

Kansas

Registered Investment Advisory firm - (12/9/2019 Terminated)

Missouri

Registered Investment Advisory firm - (12/9/2019 Terminated)

Utah

Registered Investment Advisory firm - (12/9/2019 Terminated)

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Contact information

Main Address

11925 South 700 East, Draper, UT 84020

Mailing Address

Phone number

(385) 237-3338

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,403
AUM (Assets Under Management)	$ 433,034,784

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeff D. Currie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff David Currie's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLITUDE WEALTH ADVISORS, LLC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

INVESTACORP, INC.

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

ELEVATED CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2012

Series 63

Date: 12/4/1993

Series 7

Date: 11/2/1993

Current Firm

ELEVATED CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATED CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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